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Changes for page Checkin Data Import Tool

Last modified by David Muszynski on 2025/04/11 18:21
From version 3.1
edited by David Muszynski
on 2025/04/11 18:14
Change comment: Uploaded new attachment "Screenshot%202024-11-15%20at%201.40.08%20PM.png", version {1}
To version 5.1
edited by David Muszynski
on 2025/04/11 18:17
Change comment: Uploaded new attachment "Screenshot%202024-11-15%20at%203.18.37%20PM.png", version {1}

Summary

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32 32  
33 33  **Suppliers **- This one is done less often and people tend to not always use our template. It is a very simple import so typically we don't have issues here, but this may have to be mapped manually.
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35 -[[image:https://doctormac.teamwork.com/desk/file/3144382/Screenshot%202024-11-15%20at%201.27.01%20PM.png||alt="Image Placeholder"]]
35 +[[image:Screenshot%202024-11-15%20at%201.27.01%20PM.png||height="657" width="1000"]]
36 +
37 +**Products **- This is one of the more complicated ones. Sometimes the field mapping gets messed up on this. Still unsure what the best practices are for item ID. When doing a Invoice Line Item import, you NEED to import their Product ID into our _Item_ID. However, in general it is best to let CheckIn create our own Item IDs and then have their Product IDs (particularly if they have duplicates) import into the Old_Barcode field.
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39 +[[image:Screenshot%202024-11-15%20at%201.40.08%20PM.png||height="668" width="1000"]]
40 +
41 +**Inventory Location - **Super simple and this happens after the Inventory one, its literally three fields and auto enter options can be left on. This one also needs the auto mapping fixed.
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43 +[[image:Screenshot%202024-11-15%20at%203.12.00%20PM.png||height="667" width="1000"]]
44 +
45 +**Invoices/Invoices Line Items -** The Line Items transaction is used to generate Invoices. So, when importing Line Items you need to place it in the Invoices box on the import layout. This is a pretty complicated one and can vary depending on where the data came from.
46 +
47 +* **POSIM -** We have a POSIM reports template that Trish from Silk Road helped us generate. Using that report, we get the following data (which we're not using all of it)
Screenshot%202024-11-15%20at%203.12.00%20PM.png
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